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EVgo
EVGO

62 hedge funds and large institutions have $120M invested in EVgo in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,126% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $1.85M

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

94% more capital invested

Capital invested by funds: $61.5M → $120M (+$58M)

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

15.83% more ownership

Funds ownership: 19.7% → 35.54% (+16%)

15% more funds holding

Funds holding: 54 → 62 (+8)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
16
Reduced
6
Closed
15
Calls
$22.6M
Puts
$1.85M
Net Calls
+$20.8M
Net Calls Change
+$8.38M

Top Buyers

Rank Fund Capital Flow
1
AC
Antara Capital
New York
+$12.8M
2
PF
Phoenix Financial
Israel
+$12.8M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$11.5M
4
HP
Hartree Partners
New York
+$6.38M
5
LCG
Luxor Capital Group
New York
+$6.38M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$4.48M
2
UOC
UBS O'Connor
Illinois
-$4.11M
3
MIM
Merewether Investment Management
Texas
-$3.45M
4
BCM
BlueCrest Capital Management
Jersey
-$3.42M
5
JG
Jefferies Group
New York
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$320K +$51.9K +4,063 +24%
BRWA
27
B. Riley Wealth Advisors
Florida
$301K -$37.2K -2,915 -13%
SC
28
Sovarnum Capital
New York
$300K – – –
NFG
29
Next Financial Group
Texas
$288K +$245K +19,157 New
CAC
30
Cowen and Company
New York
$233K -$440K -34,500 -69%
Simplex Trading
31
Simplex Trading
Illinois
$197K +$91.5K +7,167 +120%
WA
32
Winfield Associates
Ohio
$165K +$140K +11,000 New
VanEck Associates
33
VanEck Associates
New York
$160K +$85.3K +6,680 +167%
VWM
34
Vigilare Wealth Management
Arizona
$151K -$65.6K -5,140 -34%
Osaic Holdings
35
Osaic Holdings
Arizona
$130K +$20.1K +1,571 +21%
UBS Group
36
UBS Group
Switzerland
$116K +$17.9K +1,400 +22%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$112K +$95.6K +7,489 New
TRCT
38
Tower Research Capital (TRC)
New York
$94K +$78.4K +6,145 +6,145%
PCM
39
Penserra Capital Management
California
$93K +$79.5K +6,230 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$90K +$7.47K +585 +11%
YCM
41
Yaupon Capital Management
New York
$75K – – –
BCV
42
Banque Cantonale Vaudoise
Switzerland
$69K +$58.3K +4,567 New
US Bancorp
43
US Bancorp
Minnesota
$45K +$38.3K +3,000 New
TFS
44
TrustCore Financial Services
Tennessee
$30K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$30K +$25.5K +2,000 New
BCM
46
Bourgeon Capital Management
Connecticut
$25K – – –
MA
47
Modus Advisors
Minnesota
$25K +$21.3K +1,671 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$23K – – –
AA
49
Ancora Advisors
Ohio
$15K – – –
BCA
50
Berman Capital Advisors
Georgia
$13K – – –
1
2
3 4

EVGO Hedge Fund Activity: Q2 2021 in Review

62 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in EVgo (EVGO) for Q2 2021, worth a combined $120M — up 94% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EVGO positions and 15 closed out — a net gain of 8 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Antara Capital, opening a new position worth an estimated $12.8M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $4.48M sold.

  • 62 institutional investors held EVgo (EVGO) as of Q2 2021, up from 54 in Q1 2021.
  • Funds reported $120M of EVgo stock for Q2 2021, up 94% quarter-over-quarter.
  • 23 funds opened new EVgo positions in Q2 2021 and 15 closed out, a net change of +8 holders.
  • The largest EVgo buyer in Q2 2021 was Antara Capital, an estimated $12.8M added.
  • The largest EVgo seller in Q2 2021 was Neuberger Berman Group, an estimated $4.48M sold.

Based on aggregated 13F filings for Q2 2021.